Jason Potts
Jason Potts
President/CEO
In addition to his role as the current chief advisor and consultant to high net worth families, Jason Potts directs the operations as President and CEO of Lifetime Wealth Management, P.C., Lifetime Tax Advisors, Inc., and Lifetime Insurance Services, Inc. Jason is responsible for the day to day management of his Lifetime family, and focuses most of his time consulting with the firm’s family office clients.
Prior to founding Lifetime Wealth Management, P.C., Jason worked as a Financial Advisor and Investment Representative for a private bank and a national brokerage firm. Within this role, Jason specialized in asset allocation for his clients’ portfolios, consulting those very clients in business matters, and providing oversight of all business operations.
Jason has been in the financial services arena for more than twenty years and has significant entrepreneurial experience. He is seasoned and skilled in the areas of portfolio management, relationship management, investment management, personnel management, and – above all – financial management and consulting. His love of life is a result of his faith, family, friends, clients, and baseball.
We are more than just a wealth management team. With our two sister companies, Lifetime Tax Advisors and Lifetime Insurance Services, we are uniquely positioned to serve as a one-stop-shop for all of our clients’ financial needs. We foster meaningful relationships with our clients, so we can develop a thoughtful, holistic approach to meeting their goals and protecting their legacy.
Create and Define Your Legacy
At Lifetime Wealth Management, P.C. we build relationships with each client for the long-term. By taking the time to get to know your personal goals, dreams, and needs, we are able to provide superior financial advice to meet them.
Protect and Secure Your Legacy
Lifetime Insurance Services specializes in custom insurance plans that place you in the best coverage position while maximizing your premium dollars. We have the freedom to choose from multiple providers to build you one comprehensive plan. Go now
April 15th Is Just Another Day
Our Tax Advisors do more than just ensure that laws are followed and deadlines are met, we make sure your financial goals are met. We leave no stone unturned when it comes to finding every planning opportunity available to you. Go now
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LIFETIME WEALTH MANAGEMENT, P.C. IS A SEC REGISTERED INVESTMENT ADVISORY FIRM (RIA)
LIFETIME WEALTH MANAGEMENT, P.C., LIFETIME TAX ADVISORS INC. AND LIFETIME INSURANCE SERVICES, INC. ARE LEGAL SEPARATE ENTITIES.
